Knowledge Tree
Relations (1)
related 2.58 — strongly supporting 4 facts
High-net-worth individuals are identified as a primary investor group for alternative investments [1], with specific data showing their ownership rates [2] and allocation trends [3]. Furthermore, financial advisers are encouraged to increase awareness of these assets among this demographic [4], as they are considered accredited investors eligible for such opportunities [5].
Facts (4)
Sources
An Exploratory Study of the Wealthy's Investment Beliefs ... financialplanningassociation.org 3 facts
procedureFinancial advisers working with high-net-worth clients should enhance awareness of separately managed accounts and alternative investments, temper investment overconfidence, build financial literacy, proactively rebalance portfolios, and promote the non-financial benefits of professional advice.
measurementThe average allocation to alternative investments is 16 percent among the younger cohort of high-net-worth individuals, compared to 5 percent for respondents ages 43 and older.
measurementOnly 26 percent of high-net-worth respondents report owning separately managed accounts, and 19 percent report owning alternative investments.
Alternative investments: definition and strategies | Moonfare moonfare.com 1 fact
claimAlternative investments are accessible to accredited investors, such as high-net-worth individuals, and institutions, such as pensions, endowments, and insurance companies.